Jeffrey Wu is a CFP-designated registered investment advisor at Red Crane Wealth Management, LLC, based in Palo Alto, CA, with 21 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 3 more. Their firm serves 156 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Red Crane Wealth offers investment management through a program where fees are bundled. Please see the Wrap Fee Program Brochure for fees. Red Crane also manages a private fund, where they receive a quarterly management fee calculated at an annual rate of 2.0%.
Location
3000 El Camino Real, Building 4, Suite 200, Palo Alto, CA, 94306
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jeffrey owns a single-family real estate property in San Jose, CA, since 2015. This activity is investment-related.
Employment History
Current Registrations
Red Crane Wealth Management, LLC
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.